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U.S.' inability to replace rare earths supply from China poses a threat to its defense, warns CSIS
CNBC News via MSN ^ | 04/15/2025 | Dylan Butts

Posted on 04/17/2025 10:05:57 AM PDT by SeekAndFind

As China imposes export controls on rare earth elements, the U.S. would be unable to fill a potential shortfall, according to the Center for Strategic and International Studies — and this could threaten Washington’s military capabilities.

Amid U.S. President Donald Trump’s escalating tariffs on China, Beijing earlier this month imposed export restrictions on seven rare earth elements and magnets used in defense, energy and automotive technologies.

The new restrictions — which encompass the medium and heavy rare earth elements samarium, gadolinium, terbium, dysprosium, lutetium, scandium and yttrium — will require Chinese companies to secure special licenses to export the resources.

Though it remains to be seen exactly how China will implement this policy, the CSIS report, published Monday, warns that it will likely result in a pause in exports as Beijing establishes the licensing system, and cause disruptions in supply to some U.S. firms.

The New York Times reported earlier this week that a pause in China’s rare earth element exports was already occurring.

As China effectively holds a monopoly over the supply of global heavy rare earths processing, such restrictions pose a serious threat to the U.S., particularly its defense technology sector.

“The United States is particularly vulnerable for these supply chains,” CSIS warned, emphasizing that rare earths are crucial for a range of advanced defense technologies and are used in types of fighter jets, submarines, missiles, radar systems and drones.

Along with the export controls, Beijing has placed 16 U.S. entities — all but one in the defense and aerospace industries — on its export control list. Placement on the list prevents companies from receiving “dual-use goods,” including the aforementioned rare earth elements.

(Excerpt) Read more at msn.com ...


TOPICS: Business/Economy; China; Foreign Affairs; News/Current Events
KEYWORDS: china; concerntroll; concerntrolling; csis; dylanbutts; fakenews; rareearth; redchina; seebs; tariffs; tds
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To: SeekAndFind

China’s rare-earth monopoly has been a headline for AT LEAST the last 10 years.

And besides a lot of government reports and “analyst” hand-wringing - almost nothing has been done about it.


21 posted on 04/17/2025 10:27:48 AM PDT by PGR88
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To: SeekAndFind

The resources are out there. Cheap supply from China has inhibited exploration and development of those resources. Although it may take some time, I’m sure we can do just fine without China.


22 posted on 04/17/2025 10:28:28 AM PDT by rottndog (What comes after America?)
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To: ActresponsiblyinVA
We have sources in the USA. Get rid of all the regulations and we will be able to get most of what we need.
23 posted on 04/17/2025 10:28:57 AM PDT by central_va (I won't be reconstructed and I do not give a damn...)
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To: SeekAndFind
About CSIS https://www.csis.org/about The Center for Strategic and International Studies (CSIS) is a bipartisan, nonprofit policy research organization dedicated to advancing practical ideas to address the world's greatest challenges. Thomas J. Pritzker was named chairman of the CSIS Board of Trustees in 2015, succeeding former U.S. senator Sam Nunn (D-GA). Founded in 1962, CSIS is led by John J. Hamre, who has served as president and chief executive officer since 2000. \/ ......... oh look !!!,,,ANOTHER NPO !!! peddling DNC operative fear propaganda 42juqj + ce9ud0 = download-5 . imo ymmv .
24 posted on 04/17/2025 10:29:00 AM PDT by cuz1961
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To: SeekAndFind
In the meantime, how will we supply our defense equipment?

Other sources or here. The situation is temporary.

25 posted on 04/17/2025 10:30:07 AM PDT by central_va (I won't be reconstructed and I do not give a damn...)
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To: SeekAndFind
The only problem with that is we have tariffs on over a hundred countries including those that could provide alternative sources.

Ok, that makes gives even more incentive to find a domestic source. That is the whole point. WIN- WIN.

26 posted on 04/17/2025 10:31:59 AM PDT by central_va (I won't be reconstructed and I do not give a damn...)
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To: quantim

We used to maintain supplies of critical minerals.


27 posted on 04/17/2025 10:32:17 AM PDT by Mouton (There is a new sheriff and deputy in town to now!)
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To: SeekAndFind
Ok, THE TARIFF gives even more incentive to find a domestic source. That is the whole point. WIN- WIN.

Fixed it.

28 posted on 04/17/2025 10:33:34 AM PDT by central_va (I won't be reconstructed and I do not give a damn...)
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To: Damifino

Greenland offers a treasure trove of rare earth minerals. President Trump can provide Greenlanders with royalty payments for their rare earth minerals. Similar to what the U.S. did with indigenous Alaskan’s to drill for oil in Alaska. Very good deal for America.


29 posted on 04/17/2025 10:34:45 AM PDT by Son-Joshua ( )
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To: SeekAndFind

Well then, I guess we’ll need to reopen our rare earths mines and reopen some processing centers.

Screw Gaia.


30 posted on 04/17/2025 10:34:46 AM PDT by FLT-bird
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To: SeekAndFind

Of course we know how we got here.


31 posted on 04/17/2025 10:37:18 AM PDT by fuente (Liberty resides in three boxes: the ballot box, the jury box and the cartridge box--Fredrick Douglas)
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To: FLT-bird
Well then, I guess we’ll need to reopen our rare earths mines and reopen some processing centers.

Yep, we have rare earths, we stopped mining because importing was cheaper.

32 posted on 04/17/2025 10:38:34 AM PDT by 1Old Pro
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To: SeekAndFind

Stand up a national effort with Elon in charge. Rare earths aren’t so much rare, as the separation and processing to refine them is complex and expensive. Those are solvable problems. But private companies may need some public assistance until it becomes profitable. Closely monitored and resultsbased.grants under the National Defense Authorization Act.


33 posted on 04/17/2025 10:39:29 AM PDT by bigbob (Yes. We ARE going back!)
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To: SeekAndFind
Center for Strategic and International Studies

Big shot deep state globalist NGO housed in their fabulously luxurious digs in DC.

34 posted on 04/17/2025 10:46:25 AM PDT by AndyJackson
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To: SeekAndFind

It’s not like all the rare earths all somehow managed to wind up deposited in China. Decades of environmental regulation have destroyed US capacity to extract minerals from our own soil. The time to fix it is now.


35 posted on 04/17/2025 10:47:11 AM PDT by AnotherUnixGeek
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To: SeekAndFind

Google NIOCORP


36 posted on 04/17/2025 10:48:41 AM PDT by Mean Daddy
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To: SeekAndFind

We can thank the tree huggers and EPA for not allowing any mining of these “rare earth” minerals.


37 posted on 04/17/2025 10:52:30 AM PDT by Organic Panic (Democrats. Memories as short as Joe Biden's eyes)
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To: PGR88
China’s rare-earth monopoly has been a headline for AT LEAST the last 10 years.


38 posted on 04/17/2025 10:54:08 AM PDT by Karl Spooner (Putin: "Time to finish off the Ukraine troops"- 3/28/25)
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To: AnotherUnixGeek

In fact, in the 1980s the US was the largest producer of rare earth minerals. As I mentioned, they are abundant but difficult to separate and refine, which is to say, it’s costly. In addition the chemicals used are not ones the EPA is happy to see on US soil. Since demanad was much lower, the private companies opted to outsource their needs and the CCP nationalized production in China and has since weaponized it as demand grew. China also encouraged demand to grow by producing cheap rare earth-based products such as neodymium magnets and lithium batteries.

SO the bottom line is: The lower costs associated with Chinese mining and processing made it more attractive for US companies to rely on imports rather than investing in domestic production. Doing so also bypassed environment scrutiny since China didn’t care about that.

In other words, we did it to ourselves.


39 posted on 04/17/2025 10:55:51 AM PDT by bigbob (Yes. We ARE going back!)
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To: PMAS

Time to open them up and get some processing plants going. Not exactly hard to figure out. Override any objection with National Security.


40 posted on 04/17/2025 10:57:18 AM PDT by xp38
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